Venue
Four Seasons Hotel
Four Seasons Hotel, 114, Dr E Moses Rd, Gandhi Nagar, Upper Worli, Worli, Mumbai, Maharashtra 400018, India

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Event Date Thu Aug 29 IST (over 2 years ago)
In your timezone (EST): Wed Aug 28 11:10pm - Thu Aug 29 7:30am
Location Four Seasons Hotel
114, Dr E Moses Rd, Gandhi Nagar, Upper Worli, Worli, Mumbai, Maharashtra 400018, India
Region APAC
Details

India’s wealth management market is considered one of the more dynamic. The country’s economic expansion has continued unabated, and the growth of private wealth has been even more robust. Hubbis will assemble a sizeable group of private wealth and asset management to our forum in Mumbai to debate the optimal strategies that industry players should adopt to help them survive and prosper in the years ahead.

The event is for senior management, product gatekeepers and business heads from local and universal Private Banks and Retail Banks, along with NBFCs, national distributors, IFAs and Registered Investment Advisers.

We have refreshed the format for the event – and we think it’s particularly relevant at a time of so much change and opportunity for the industry.

Key elements of the forum:
• Identify success stories and best practices
• A meaningful get-together with CEOs, senior management, product gatekeepers and relationship managers from the leading Private Banks and Retail Banks, along with NBFCs, national distributors, IFAs and Registered Investment Advisers.
• Explore and foster industry collaboration with exciting and interactive panel discussions, focused presentations, workshops, head-to-head interviews
• An unprecedented opportunity to hear from more than 30 local and international speakers who are experts in this space
• 7 focused 10-minute presentations
• 5 Panel discussions
• 4 40-minute workshops

Speakers

2019 Speakers

Abhijit Bhave
Chief Executive Officer, Karvy Private Wealth

Anshu Kapoor
Head of Private Wealth Management, Edelweiss Private Wealth Management

Ashvini Chopra
Senior Vice President, Times Group

Damian Hitchen
Chief Executive Officer, Middle East & Asia, Swissquote

David Varley
Chief High Net Worth Officer, Sun Life Hong Kong, Sun Life Financial

Dominic Volek
Managing Partner, Head Southeast Asia, Henley & Partners

Feroze Azeez
Deputy Chief Executive Officer, Anand Rathi

Gautami Gavankar
Executive Director and Head - Estate Planning and Family Office Services, Kotak Mahindra Bank

Himanshu Kohli
Founder Partner, Client Associates

Kunal Bajaj
Founder, Chief Executive Officer, Clearfunds

Lakshmi Iyer
Vice President & Head ¡V Products, Kotak Mahindra Asset Management

Nitin Singh
Managing Director & Head Wealth Management, India, Standard Chartered Bank

Philip Story
Head of Distribution, EMEA, Investors Trust

Sachin Gawade
Director Sales | Asia Pacific, EbixCash Financial Technology (Formerly Miles Software)

Satheesh Krishnamurthy
Senior Vice President, & Business Head - Affluent & NRI, Axis Bank

Sharad Singh
Chief Executive Officer, Valuefy

Shiv Gupta
Founder & Chief Executive Officer, Sanctum Wealth Management

Shweta Shah
Head, Wealth Structuring and Tax, Edelweiss Private Wealth Management

Swetha Manot
Associate Director Anand Rathi Securities, Anand Rathi

T P Ostwal
Partner, T.P.Ostwal & Associates

Sponsors & Partners

2019 Sponsors

PLATINUM SPONSORS:
• Henley & Partners
• Infosys

GOLD SPONSORS:
• Casamont
• EbixCash Financial Technologies
• Sun Life Financial

SILVER SPONSOR:
• Investors Trust

BRONZE SPONSORS:
• Swissquote
• Motilal Oswal Asset Management